Eagle Talon Partners
Eagle Talon Partners LLC is a privately held investment firm founded in 2021 that manages separately managed accounts around a leadership-driven thesis, primarily for ultra-high-net-worth individuals, family offices, institutions, and executives.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Eagle Talon Partners does
Eagle Talon Partners LLC is a privately held, Naples, Florida-headquartered investment firm founded in 2021 that manages separately managed accounts around a leadership-driven investment thesis. The firm was founded by Karim Mawji, who serves as Chief Investment Officer and is a former hedge fund manager and founder of the research boutique Paragon Intel; he is the principal named investment decision-maker. Eagle Talon maintains a secondary office in New York at 521 Fifth Avenue.
The firm's core offering is the proprietary G-Leadership (CEO Change) Strategy, a long/short equity strategy that buys companies led by value-creating CEOs and shorts stocks led by value destroyers. The process combines investigative CEO and board due diligence with bottom-up fundamental analysis, citing academic research that up to 25% of a company's success or failure is attributable to its CEO and that 38% of ROA variance is attributable to CEOs (Hambrick & Quigley, 2013). Eagle Talon has extended this thesis into two complementary product lines: G-Themed Strategies, which build thematic and yield portfolios from G-Leadership themes using thematic ETFs and securities with a 25% allocation to top single-stock G-Leadership names, and G-Credit Strategies, which apply the same framework to yield-oriented credit mandates. All strategies are positioned as differentiated, uncorrelated, cycle-resilient alternatives to style-box investing.
Commercially, Eagle Talon sells exclusively through direct, relationship-based distribution to qualified investors, defined as UHNW individuals, family offices, institutions, and corporate executives, with access gated by suitability and net-worth qualification through a Subscribe Platform data room and HubSpot scheduling infrastructure. The firm co-invests its own capital alongside clients and emphasizes transparent SMA structures with no hidden fees and 24/7 visibility. Operational stack includes FINRA registration and partnerships with Northern Trust, Charles Schwab, Management Track, and the Subscribe Platform for custody, brokerage, and investor onboarding.
Eagle Talon Partners firmographics
Firmographics- Name
- Eagle Talon Partners
- Legal name
- Eagle Talon Partners LLC
- Website
- https://eagletalonpartners.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Eagle Talon Partners LLC is a privately held investment firm founded in 2021 that manages separately managed accounts around a leadership-driven thesis, primarily for ultra-high-net-worth individuals, family offices, institutions, and executives.
- Ownership category
- akta.pro rank
Eagle Talon Partners industry classification
Industry- Product category
- Alternative Investment Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Eagle Talon Partners is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Eagle Talon Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Separately Managed Accounts: Eagle Talon manages separately managed accounts for clients, where the firm invests client capital in accordance with its G-Leadership and G-Themed strategies. Clients include ultra high net worth individuals, family offices, institutions, and executives. The firm invests its own capital alongside clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Eagle Talon Partners product offering
Product offeringCore offering
Eagle Talon Partners is a privately held investment firm that manages separately managed accounts for ultra-high-net-worth individuals, family offices, institutions, and executives. The firm deploys client capital across its proprietary G-Leadership (CEO Change) long/short equity strategy, G-Themed Strategies using thematic ETFs and securities, and G-Credit Strategies, all built around a leadership-driven investment process that pairs investigative CEO and board diligence with bottom-up fundamental analysis.
Product overview
Eagle Talon Partners offers separately managed accounts and investment strategies centered on leadership analysis. The core offerings are the G-Leadership (CEO Change) Strategy, which applies proprietary CEO evaluation frameworks to long/short equity investing, and the G-Themed Strategies (including G-Thematic and G-Credit), which translate G-Leadership insights into thematic ETF portfolios and yield-focused credit strategies. All strategies emphasize cycle-resilient returns through leadership alpha.
Differentiator
Problem solved
Functional benefit
Brands
- G-Leadership (CEO Change) Strategy: Investment strategy focused on buying companies led by value creators and shorting stocks led by value destroyers, based on CEO succession and leadership analysis.
- G-Themed Strategies
Products and services
- G-Leadership (CEO Change) Strategy A long/short equity strategy focused on CEO succession events that buys companies led by value creators and shorts stocks led by value destroyers, synthesizing deep diligence on senior executives and boards with bottom-up fundamental analysis. Built for qualified investors seeking differentiated, leadership-driven equity returns in separately managed accounts.
- G-Themed Strategies Thematic and yield portfolios that leverage G-Leadership themes to seek capital gains and yield income with moderate risk, employing thematic ETFs and securities with 25% allocated to top G-Leadership single stocks and cash used as a hedge. Designed for qualified investors in separately managed accounts.
- G-Credit Strategies Credit-focused investment strategies that leverage G-Leadership themes to generate yield income with moderate risk. Built for qualified investors accessing Eagle Talon's leadership-driven separately managed account platform.
Quantifiable outcome
- CEOs account for up to 25% of a company's success or failure (per academic research cited by Timothy Quigley, University of Georgia).
- +1 more outcomes
Companies that use Eagle Talon Partners
Customer profileSegments4 records
Ideal customer profiles4 records
Eagle Talon Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature5 records
Eagle Talon Partners partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
Eagle Talon Partners competitors and assessment
Company assessmentMarket position
Weaknesses1 record
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Eagle Talon Partners social profiles
Digital presenceEagle Talon Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Eagle Talon Partners leadership team
Management profileNumber of profiles
Profiles1 record
Eagle Talon Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Eagle Talon Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Eagle Talon Partners
What does Eagle Talon Partners do?
Eagle Talon Partners is a privately held investment firm that manages separately managed accounts for ultra-high-net-worth individuals, family offices, institutions, and executives. The firm deploys client capital across its proprietary G-Leadership (CEO Change) long/short equity strategy, G-Themed Strategies using thematic ETFs and securities, and G-Credit Strategies, all built around a leadership-driven investment process that pairs investigative CEO and board diligence with bottom-up fundamental analysis.
Is Eagle Talon Partners a public or private company?
Eagle Talon Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Eagle Talon Partners founded?
Eagle Talon Partners was founded in 2021. It employs 1 to 10 people.
Where is Eagle Talon Partners based?
Eagle Talon Partners is headquartered in New York, United States, in the North America region.
How does Eagle Talon Partners make money?
One revenue line is on record: separately Managed Accounts.
Does Eagle Talon Partners have an API?
No public API is recorded for Eagle Talon Partners.
What industry is Eagle Talon Partners in?
Eagle Talon Partners's product category is Alternative Investment Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.